On Feb 25, 2009, at 4:57 PM, Dave Hirsch wrote: > So, I've watched the tutorials and am following the instructions. > I've got all my transactions since 1/1/09 entered (I've decided to > have everything start on 1/1/09). I've entered my spending plan. Now > I'm trying to allocate income. When I go to the Allocate Income > window, and Save Allocation, then I see funds put into buckets. Good. > > Now something weird: If I go to Allocate Income again, it puts more > income into buckets (but only half as much as the first time). I can > keep doing this, and the amounts get cut in half each time, until they > are small. What is the logic behind that? > Hi Dave,
If MoneyWell thinks that it's the first half of the month, it will try to partially fill the buckets. If you change it to the second half (use the option on the Allocate Income panel) setting, MoneyWell will fill the buckets completely. > Second question: I'm sure I'm misunderstanding something. What I'm > trying to do is to fill up the buckets for all of January; then, I > will go through January's expenditures so as to empty out (some of) > those buckets. What is the best way to do this? I'm not sure I fully understand your question so ask again if my answer is wrong. Your allocation/spending cycle should run just like you run your cash flow. In other words, if my mortgage is due at the beginning of the month and I use my paycheck from the end of last month to fund it, I'll make sure that bucket is the highest priority on my Allocate Income panel and I'll set the timing on it to "First Half" of the month so it fills my Mortgage bucket completely so I can pay that bill. You do that for all your buckets. Set their priority and timing so they get filled at the right time of the month so you have money in them to spend at that time. Does that help? Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
